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How to get started working with a Virtual Assistant

Getting support from a virtual assistant is a great investment for you and your business.

It allows you to spend more time on the things you do best without having the worry of falling behind on operational admin.

But how does it work?

Every virtual assistant operates differently - some will arrange a discovery call with no pre-submitted information to discuss everything with you on a call.

I prefer to do things differently. And here's why...

Step 1 - Vetting

Your time is precious, that's why you have decided you need support. I don't want to waste your time jumping on a call if I just can't help you, so before that, I like to understand more about you and your business - and more importantly what is causing you the most pain in your business right now.

I do this with a "Work with Me" form that you complete when you request any of my services. It will give you the time you need to really think about all the things that need doing, sorting, or planning. It will help you focus on what is the priority and goals for yourself and your business.

Here is a quick tip to help you get started:

Draw yourself 3 columns:

1) Stuff only you can do

2) Stuff you don't enjoy doing

3) Stuff you can't do

Now add details to all 3 columns - this will help you see in your business what you should be focusing on and suggestions of what you can delegate.

Once this has been done, I will look at the information and ensure that I can help you achieve your goals.

If I can't help you, I will be honest and tell you - for me, there is no point starting a working relationship on the wrong foot - that isn't good for either of us. In most cases, I might be able to refer you to a different virtual assistant who would be a better fit for you.

If I can help you, we will arrange a video call to say hi and go into more depth and make sure we are "compatible" to work together.

Many virtual assistants don't have this first step but for me having all the vital information beforehand allows us to dive straight into the nitty gritty and get to know each other better on our call in the next step.

Step 2 - Video Call

From this call, we will both get a 'feeling' of whether we are a match to build a good working relationship! We will talk about any systems you have in place, and your preferred working styles to slowly build a framework of how it could work.

After our call, we will both take some time to review the information discussed and decide whether to proceed with each other.

Step 3 - We make it legal!

If all is good, you will receive a contract with the terms and conditions of our working relationship along with your first invoice which will require payment before any work is started.

Step 4 - Kick-off call to start work

During this call, we will go right into how we will work together.

Covering important things like:

  • how we will communicate

  • how do we share files

  • how do we contact each other

  • Systems & processes

The most important thing to get the best working relationship with a virtual assistant is communication. Most issues arise due to a lack of communication or misunderstanding and most misunderstandings can be resolved with communication!

These are the basic steps you can expect when looking to work with me as your virtual assistant.

If you are finding you are getting a bit overwhelmed with your workload - then it might be time to consider getting some support - and what better way than working with a virtual assistant? You can find out more about my services on my website and also that all-important "Work with Me" form to get the ball rolling.

Get the support you and your business deserve.


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